PGIM India Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Average
Asset Size (Cr) ₹33504 Cr ₹1565 Cr ₹1565 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 03 Apr 2008 29 Jul 2021 29 Jul 2021
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 10.02% 119% 119%
Expense Ratio 1.57 2.06 2.06
Manager Dhruv Muchhal Puneet Pal Puneet Pal
ISIN Code INF179KA1RZ8 INF663L01W30 INF663L01W30
Exits Load HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month 3.32% 3.22% 3.22%
6 Month 7.13% 5.53% 5.53%
1 Year 23.93% 20.44% 20.44%
3 Year 21.78% 13.29% 13.29%
5 Year 28.45% - -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month - - -
1 Year - 19.37% 19.37%
3 Year - 20.32% 20.32%
5 Year - - -

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year 17.25% 12.89% 12.89%
3 Year 19.58% 16.02% 16.02%
5 Year 16.73% - -

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.17% 17.88% 17.88%
Sharp 1.2% 0.6% 0.6%
Beta 0.8% 0.8% 0.8%
Alpha 4% -5.4% -5.4%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Puneet Pal Puneet Pal
Total AUM ₹520687 Cr ₹20950 Cr ₹20950 Cr
Fund Manage 40 19 19
HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Others 6.79 2.49 2.49
Small Cap 81.19 82.11 82.11
Large Cap 3.89 - -
Mid Cap 8.13 15.4 15.4

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Others 6.79 0.71 0.71
Commercial Services & Supplies 10.2 - -
Transport Services 7.22 - -
Banks 8.48 - -
Entertainment 2.23 - -
Consumer Durables 6.43 - -
Healthcare Services 7.32 - -
Fertilizers & Agrochemicals 3.13 - -
Ferrous Metals 2.16 - -
Construction 7.06 4.17 4.17
Power 0.43 - -
Chemicals & Petrochemicals 1.8 - -
Industrial Products 4.99 - -
Leisure Services 1.56 - -
IT - Services 0.19 - -
Beverages 0.73 - -
Auto Components 7.57 - -
Media 0.57 - -
Agricultural, Commercial & Construction Vehicles 0.27 - -
IT - Software 4 - -
Industrial Manufacturing 1.49 - -
Pharmaceuticals & Biotechnology 4.06 - -
Electrical Equipment 3 - -
Retailing 2.02 - -
Transport Infrastructure 0.52 - -
Personal Products 1.31 - -
Other Utilities 0.79 - -
Finance 0.72 - -
Capital Markets 1.21 - -
Textiles & Apparels 1.75 - -
Financial - 20.26 20.26
Consumer Staples - 9.8 9.8
Metals & Mining - 4.79 4.79
Healthcare - 12.35 12.35
Services - 14.07 14.07
Technology - 6.37 6.37
Automobile - 2.06 2.06
Materials - 3.19 3.19
Chemicals - 5.86 5.86
Capital Goods - 10.52 10.52
Consumer Discretionary - 5.2 5.2
Textiles - 0.65 0.65

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